Taiwan Semiconductor Manufacturing is the dominant AI chip manufacturer. Intel won't challenge it any time soon, according to ...
Melius Research says Intel’s foundry business may start getting more respect, and that could give the stock a further boost.
But with just 700,000 of the now two-year-old AI accelerators in stock, Nvidia has reportedly approached TSMC to ramp ...
The official debut at CES of its next-generation Core Ultra (Panther Lake) is widely seen as a critical test of the success ...
At CES 2026, Nvidia Corp. Chief Executive Jensen Huang once again reset the economics of artificial intelligence factories.
Nvidia's US$5 billion stake in Intel has shaken the global semiconductor landscape, sparking debate over future foundry competition and supply chain realignment. While the deal excludes wafer foundry ...
While Intel asserts that its roadmap is "progressing well," the indecision from a possible customer like Nvidia shifts the ...
In a move that signals a significant realignment within the semiconductor industry, Nvidia has finalised a $5 billion ...
Nvidia closed its $5 billion investment in Intel on December 26, acquiring 214.8 million shares at $23.28 each—36% below ...
While the NVIDIA deal provides the external validation, the fundamental recovery of Intel’s operations is being driven ...
Intel is receiving a transformative $5 billion investment and strategic partnership from Nvidia, validating its AI platform and reigniting its turnaround story. Nvidia's stake enables joint ...
Since 2021, Intel has pledged over $100 billion towards global manufacturing expansion, anchored by significant new fabs in ...